Wells Fargo
WFC
1,989 hedge funds and large institutions have $115B invested in Wells Fargo in 2023 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 635 increasing their positions, 905 reducing their positions, and 148 closing their positions.
11% more capital invested
Capital invested by funds: $104B → $115B (+$11.8B)
9% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 148
0% more funds holding
Funds holding: 1,989 → 1,989 (0)
0.76% less ownership
Funds ownership: 72.99% → 72.23% (-0.76%)
13% less funds holding in top 10
Funds holding in top 10: 70 → 61 (-9)
30% less repeat investments, than reductions
Existing positions increased: 635 | Existing positions reduced: 905
32% less call options, than puts
Call options by funds: $2.44B | Put options by funds: $3.57B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$1.02B |
| 2 |
JP Morgan Chase
New York
|
+$354M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$297M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$247M |
| 5 |
Barclays
London,
United Kingdom
|
+$213M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$591M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$412M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$297M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$260M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$197M |
WFC Hedge Fund Activity: Q2 2023 in Review
1,989 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Wells Fargo (WFC) for Q2 2023, worth a combined $115B — up 11% from $104B a quarter earlier.
Buyers outnumbered sellers: 161 funds opened new WFC positions and 148 closed out — a net gain of 13 holders — while 635 added to existing stakes and 905 trimmed.
The largest buyer was Capital International Investors, adding an estimated $1.02B. The largest seller was Fidelity Investments, cutting an estimated $591M.
- 1,989 institutional investors held Wells Fargo (WFC) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $115B of Wells Fargo stock for Q2 2023, up 11% quarter-over-quarter.
- 161 funds opened new Wells Fargo positions in Q2 2023 and 148 closed out, a net change of +13 holders.
- The largest Wells Fargo buyer in Q2 2023 was Capital International Investors, an estimated $1.02B added.
- The largest Wells Fargo seller in Q2 2023 was Fidelity Investments, an estimated $591M sold.
Based on aggregated 13F filings for Q2 2023.